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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Democratic gains in the midterms have fueled traders concerns that tighter AI and data-center rules could delay infrastructure projects and weigh on Nvidias chip demand, contributing to a selloff in AI-linked semiconductors. The community is split between sellers worried about regulation and AI-spending risks and dip buyers who argue the fears are overblown and demand will persist.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is under pressure alongside AI infrastructure and neocloud stocks as traders worry Democratic election gains could slow U.S. data-center expansion and create permitting risks. Bulls argue Nebiuss global footprint and limited Texas exposure make the selloff an overreaction, while bears remain concerned about sector-wide regulation, financing and execution risks.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Democratic gains in the midterms fueled concerns that tighter scrutiny could slow U.S. data-center construction, weighing on Micron and other AI-linked chip stocks. Traders are divided over whether this threatens future memory demand or is an overreaction, with bulls arguing AI investment will continue and bears warning that a slower buildout could pressure growth.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros earnings beat and raised outlook have been followed by a sharp selloff, prompting debate over whether growth can offset margin pressure and reliance on one large, unidentified customer that traders speculate may be SpaceX. Some traders view the decline as disconnected from the results, while others point to customer concentration and election-related uncertainty around AI data-center expansion.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Semiconductors are under pressure amid fears that the Democratic sweep and local data-center restrictions could slow AI infrastructure spending, alongside concerns about whether heavy AI investment will generate returns. Traders are divided between expecting more selling and arguing the pullback is overdone because chip demand remains strong, with some looking for a rebound.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs Phase 3 REGAL readout for GPS is the main focus, with traders debating whether the trials final results will validate the treatment; optimism about a potentially positive outcome contrasts with skepticism and concerns about biotech trial risk. Phase 2 SLS009 results for hard-to-treat AML add to the discussion, with bulls highlighting the signal and critics questioning subgroup data and historical comparisons.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riots announcement of a long-term Corsicana data-center lease with a Frontier AI lab, alongside better-than-expected quarterly results, is driving attention as the company expands beyond Bitcoin mining into AI infrastructure. Traders largely welcomed the deal and the stocks surge, while others questioned financing, execution timelines and Texas data-center risks, and some viewed the rally as vulnerable to a pullback.

Root, Inc. is a technology insurance company, which engages in the provision of insurance services. It offers mobile telematics and technology platforms to segment individual risk based on complex behavioral data and customer experience to make pricing decisions and grow businesses. It provides insurance products and services in the United States. The company was founded by Alexander E. Timm and Daniel Manges in February 2015 and is headquartered in Columbus, OH.

Root Inc - Ordinary Shares - Class A

Root Inc

Roots earnings report is driving discussion, with traders weighing continued profitability and share repurchases against concerns about weak revenue growth and declining policies in force. Bulls point to the buybacks and low valuation, while skeptics argue that without renewed policy growth the results may not support a stronger outlook.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Concerns that Democratic election gains could bring tighter oversight and slow U.S. AI data-center construction are weighing on Sandisk and other memory and semiconductor stocks. Traders debate whether the sharp selloff reflects real risk to AI infrastructure demand or an overreaction, with bearish selling and dip-buying based on strong fundamentals both prominent.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingos quarterly results are driving attention: daily active user growth accelerated, revenue beat expectations, and the company raised its outlook, outweighing a modest EPS miss for many traders. The rally has prompted bullish talk of a short squeeze, while skeptics question the valuation and whether AI could threaten the apps business.

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